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Aull Wealth Team

Reputable. Reliable. Committed.

As an independent financial advising practice, the Aull Wealth Team can offer our clients flexible investment choices for all stages of wealth management. We can assist with insurance, tax, college, estate, investment, and retirement planning to ensure your wealth remains preserved and secure.

About Us

Since we’re centrally located in Nashville and have a second office near Franklin, we’re nearby whenever you need us. Our local roots give us a unique perspective into the needs of our clients and help us build relationships that last for a lifetime. We’re committed to clearly explaining complex financial planning products so that you feel empowered to make the best decisions for your family. We believe in educating our clients so that they feel comfortable and confident about their financial prospects for the future.

Meet Our Team

Learn more about each of the dedicated members of the Aull Wealth Team.

Luke Aull
Luke Aull

CFP®

Senior Executive Vice President, SageSpring 

615-637-2070

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Jennifer Herendon

Financial Advisor, SageSpring | Investment Professional, RJFS

615-637-2077

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David Miller

Financial Advisor, SageSpring | Investment Professional, RJFS

615-637-2076

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april binkley
April Binkley

Financial Advisor, SageSpring | Investment Professional, RJFS

615-637-2075

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Stephen Neu
Stephen Neu

Financial Advisor, SageSpring | Investment Professional, RJFS 

615-637-2073

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Haili Thaxton

Executive Assistant, RJFS

615-637-2074

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Jacob Greene
Jacob Greene

Financial Advisor, SageSpring | Investment Professional, RJFS 

615-637-2072

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Molly Mahana

Client Operations Associate, RJFS

615-637-2115

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Leah James
Leah James

Aull Wealth Team Marketing Assistant, RJFS 

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Connect with Us

SageSpring is invested in more than just your finances. We are invested in you.
Connect with us today, and discover how our unique, holistic approach to financial planning can guide you to long-lasting peace and prosperity.

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Our Location

Street Address
555 Marriott Drive, Suite 150
Nashville, TN 37214

Phone Number
615-637-2070

Recent Insights

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How to Plan Financially For A Baby

In the excitement of a new baby on the way, many couples forget how important it is to think beyond the costs of nursery décor, bassinets, and those adorable onesies. While those are important, some

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Disclosure Information

© 2023 SageSpring Wealth Partners. Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Privacy Notice: Investment advisory services offered through SageSpring Wealth Partners., an independent registered investment adviser. SageSpring Wealth Partners or dba teams are not registered broker dealers and are independent of Raymond James Financial Services. Representatives may not register to offer securities and advisory services in all states.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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© 2023 |  Associated with Raymond James  |  Client Summary

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615.861.6100
Leah James
Leah James

Aull Wealth Team Marketing Assistant, RJFS 

Leah James

Aull Wealth Team Marketing Assistant, RJFS

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Molly Mahana

Client Operations Associate, RJFS 

615-637-2115

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Molly Mahana

Client Operations Associate, RJFS

Jacob Greene
Jacob Greene

Financial Advisor, SageSpring | Investment Professional, RJFS 
615-637-2072

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Jacob Greene 

Financial Advisor, SageSpring | Investment Professional, RJFS

Jacob Greene is originally from Knoxville, TN, and a graduate from The University of Tennessee. He graduated with bachelor’s degrees in both Philosophy and Psychology. Before joining SageSpring in 2019, Jacob was a recruiter, trainer, and manager with the education publishing company, Southwestern Advantage. Jacob has earned his Series 7 and Series 66 licenses, as well as Tennessee’s Life & Health insurance licenses.

As a financial planner with SageSpring, Jacob provides full-service financial and investment planning. His specialty is creating holistic financial plans that incorporate all areas of a healthy financial life, including investment, retirement, tax, education, income, and estate planning. His desire and goal as a financial planner is to help people feel more secure and confident with their financial decisions, while also helping them build wealth in the most effective and efficient manner.

When not in the office, Jacob spends his time with his wife, Claire. They enjoy following both Tennessee and Baylor football, playing fantasy football against one another, and leading bible studies with their long-time friends in Nashville. They have a cat, Quito, named after the capitol of Ecuador where Claire lived when they first met.

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Haili Thaxton

Executive Assistant, RJFS 
615-637-2074

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Haili Thaxton

Executive Assistant, RJFS

Haili Thaxton joined our team in 2019 and has over 15 years of customer service and office management experience. She works behind the scenes preparing and processing client paperwork, maintaining up to date client records, as well as helping coordinate and manage all aspects of client operations.

Haili Thaxton and her husband, Jason, are Nashville natives and have 3 children; Taylor, Alyssa, and Brayden. In her free time, you can find Haili spending time with her family doing anything outdoors, reading, and watching football.

Stephen Neu
Stephen Neu

Financial Advisor, SageSpring | Investment Professional, RJFS 
615-637-2073

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Stephen Neu

Financial Advisor, SageSpring | Investment Professional, RJFS

After being born in Atlanta, Georgia, Stephen’s family moved to Montgomery, Alabama where he spent most of his years growing up. He and his wife met in their senior year of high school after they moved one more time to Knoxville, Tennessee. Prior to joining SageSpring, Stephen attended Union University for an undergraduate degree in Business Management as well as a Master’s of Accounting. During his time at Union, Stephen worked in the Office of University Ministries followed by Student Financial Planning. He currently holds the Series 7 and Series 66 licenses.

His favorite part of what he does is getting to hear parts of a client’s story. Each of the clients that we work with are unique and the uniqueness of the clients is what keeps the job exciting. No client is ever exactly these same, so no day is ever exactly the same. He also loves the opportunity to learn under other advisors. Being new to the industry, he sees it as a huge blessing to sit under people that do their job excellently and follow them to see how the job should be done.

At this time, Stephen primarily focuses on preparing reports and account information for client meetings with advisors on the team. He assists them during meetings and completes behind-the-scenes tasks that need to take place in order to help clients have their needs met.

After work hours, Stephen enjoys spending time with his wife, Ashleigh, and one-year-old daughter, Mia. If it’s a nice afternoon, he might take Ashleigh on a motorcycle ride or go on a family hike. No matter what they are doing, though, they always love meeting other people and hearing about them and their stories. 

april binkley
April Binkley

Financial Advisor, SageSpring | Investment Professional, RJFS
615-637-2075

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April Binkley 

Financial Advisor, SageSpring | Investment Professional, RJFS

April Binkley is a Financial Advisor at SageSpring Wealth Partners. April holds her Series 7 and Series 66 registrations through Raymond James. Having been with SageSpring Wealth Partners since 2005, she joined the Aull Wealth Team directly in 2013. Along with the industry knowledge and experience within our firm, she also brought customer relation and office management experience, as well as a degree in Information Technology and Computer Networking.

The Aull Wealth Team provides full-service financial and investment planning. They specialize in creating holistic financial plans that incorporate all areas of a healthy financial life, including investment, retirement, tax, education, income, and estate planning. As a member of the Aull Wealth Team at SageSpring Wealth Partners, April works closely with our team of financial advisors, providing financial planning and investment advisory support, as well as assisting them with client meeting preparation, trading and money movement requests, and review and research of various account documents.

April is a Nashville native and remains in Middle Tennessee with her family. When not in the office, you will more than likely find her spending time with family and friends, shopping with her daughter, Katy, when she visits on weekends from TN Tech University, reading a good book, or loving on her dogs, Lucy & Lola.

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David Miller

Financial Advisor, SageSpring | Investment Professional, RJFS
615-637-2076

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David Miller 

Financial Advisor, SageSpring | Investment Professional, RJFS

Originally from Nashville, Indiana, David and his wife, Erin, planted roots in Nashville, Tennessee, in 2013. He graduated from the University of Taylor with a degree in Biblical Studies. Prior to joining SageSpring Wealth Partners, David worked for Thrivent Financial. He holds the Series 6 and Series 66 registrations, as well as Tennessee life, health, annuity, and long-term care insurance licenses.

David primarily focuses on updating clients regularly to their financial picture and helping clients reach their goals. One of the main things that brought David to SageSpring was the unwavering commitment to putting clients first. SageSpring and Raymond James are both independent and therefore not tied to any one group of products or services. Because of this, David is able to ensure that every recommendation he gives is done as a fiduciary.

David loves getting into the details and implementing the tax-efficient financial planning strategies that help clients keep as much of their hard-earned money as possible. His biggest passion is helping clients dream about their legacy and ensuring that each part of a client’s plan makes sense for their individual situation.

When not in the office, David spends time serving at his church, with his family, and traveling – though traveling is much harder with a young family. David and his wife, Erin, have three children; two daughters, Wren and Kate, and a son, Hank.

Neither Raymond James Financial Services nor any Raymond James Financial Advisor renders advice on tax issues, these matters should be discussed with the appropriate professional.

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Jennifer Herendon

Financial Advisor, SageSpring | Investment Professional, RJFS 
615-637-2077

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Jennifer Herendon

Financial Advisor, SageSpring | Investment Professional, RJFS

Jennifer Herendon is a Financial Advisor at SageSpring Wealth Partners. Her specialty is providing sound, conservative, confidential, and comprehensive investment advice to clients in order to help them effectively and efficiently save for retirement, minimize tax liability, and transfer their wealth.

One extremely important aspect of our team is that we are INDEPENDENT advisors. By being completely independent, our allegiance is with the client and not with any particular product as we are not obligated to sell proprietary funds or products. Rather, we have access to thousands of mutual funds, stocks, bonds, brokered certificates of deposits, money market accounts, Section 529 College Savings Plans, fifty private money management firms, and thousands of quality insurance products on the market.

Jennifer Herendon holds her Series 7 and Series 66 registrations, as well as TN Life/Health Insurance licenses. Jennifer works with clients through portfolio analysis as well as by developing a thorough understanding of their objectives in order to put together a framework to help them meet their financial goals. Jennifer also handles all of the trade submissions and money movement requests for the Aull Wealth Team, an independent company.

Jennifer is a Mt. Juliet, Tennessee native and holds a bachelor’s degree in accounting from Middle Tennessee State University. While finishing college, Jennifer worked as intern for the Aull Wealth Team. Some of her responsibilities included client operations, scheduling client meetings, preparing for client meetings, and processing client requests and paperwork. Jennifer and her husband, Dean, have a 2-year old daughter, Chloe. They are very excited to be welcoming a baby boy to their family in August of 2022.

Luke Aull
Luke Aull

CFP®

Senior Executive Vice President, SageSpring | Financial Advisor, RJFS
615-637-2070

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Luke Aull

Senior Executive Vice President, SageSpring | Financial Advisor, RJFS

Luke Aull is originally from Aiken, South Carolina and a graduate from The University of Tennessee. He graduated with honors pursuing a Bachelor’s of Science in accounting with a French minor which he obtained while studying at The Sorbonne University in Paris, France. Before joining SageSpring Wealth Partners in 2005, Luke was a manager with The Southwestern Company, for 4 years.

As a Senior Executive Vice President of SageSpring, and CERTIFIED FINANCIAL PLANNER™ practitioner, Luke provides investment and financial planning. His specialty is providing sound, conservative, confidential and comprehensive investment advice to clients – to help them effectively and efficiently save for retirement, employ tax planning strategies, and transfer their wealth.

Luke holds the Series 7 and Series 66 registrations, as well as life, health, annuity, and long-term care insurance licenses in Tennessee and other various states. Luke completed his CFP® certification in 2010, he is a registered representative with Raymond James Financial Services, Inc. and through Raymond James, completed his Investment Management Consulting designation. In addition, Luke attained Raymond James Executive Council each year from 2010 through 2013*, and Leadership Council every year from 2014 through 2021*. Luke’s focus is helping his clients manage wealth through comprehensive financial planning with a specialty in fee-based** professional money management, tax reduction strategies, and exceptional customer service.

Most importantly, when Luke isn’t helping pre-retirees and retirees with their finances, he enjoys spending time with his wife, Michelle, and their 7 children, Dori, Naomi, Isaac, Micah, Asher, Levi and Silas.

*Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm’s Form ADV Part II as well as the client agreement.

**Qualification is based mainly on assets under management, education, credentials and fiscal year production. Re-qualification is required annually.

Jeffrey Dobyns
Jeffrey T. Dobyns

CFP®, CLU, CHFC

President, SageSpring | Financial Advisor, RJFS 
615-861-6102

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Jeffrey T. Dobyns

President, SageSpring | Financial Advisor, RJFS

Jeff Dobyns is President and Founder of SageSpring Wealth Partners. Passionate about serving his clients, he strives to truly get to know them, understand their goals, and provide them with financial confidence before developing and executing ongoing, strategic financial plans. 

In order to meet the highest standards of professionalism and ethics in the industry, Jeff is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Life Underwriter, a Chartered Financial Consultant, and a participant of the Dave Ramsey SmartVestor referral service program.

Jeff has held executive positions with financial planning firms for more than two decades. He served as VP of Investments of Lykins Financial Group CPAs before founding SageSpring in 2002. Jeff has been recognized for his unwavering commitment to his clients, and as a leader among Raymond James financial advisors, earning membership in Raymond James Chairman’s Council every year since 2008.

Jeff devotes considerable time and resources to a number of causes. He serves as Chairman of the Board of Men of Valor, a prison ministry and mentoring program. He is on the advisory board of The Signatry of Middle Tennessee, which works with families to increase their charitable giving to their favorite causes, as well as the advisory board for Halftime Institute of Nashville, an organization that coaches marketplace leaders to discern and engage in their life purpose. Jeff also serves on the board of Send Musicians to Prison, which shares hope, healing and restoration with the imprisoned through musicians & artists. He is a past board member of Porter’s Call, a Nashville charity that provides free counseling for musicians and their families, and the Martha O’Bryan Center, which empowers those in poverty to transform their lives through work, education, employment, and fellowship.

Jeff and his wife, Amy, are grateful to be raising their four children, Gracyn, Hunter, and twins Tanner and Logan at Christ Presbyterian Academy. Jeff enjoys being outdoors with his family- boating, hiking, skiing, hunting and fishing.

Ramsey Solution’s relationship and agreement is between SageSpring Wealth Partners only. Raymond James Financial Services, Inc. is not affiliated with the solicitor arrangement between Ramsey Solutions and SageSpring Wealth Partners.

Membership is based on prior fiscal year production. Re-qualification is required annually.  The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. No fee is paid in exchange for this award/rating.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.